+28.1%
BA vs JCI
+303.0%
-274.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.8% | -5.4% | -3.6% |
| 7D | -1.7% | -3.4% | +1.7% | -0.2% |
| 30D | -9.5% | -10.1% | +0.7% | -4.7% |
| 3M | -26.5% | -6.8% | -19.7% | -24.7% |
| 6M | -27.4% | +2.0% | -29.4% | -31.0% |
| YTD | -20.6% | +19.2% | -39.8% | -33.1% |
| 1Y | -11.4% | +16.7% | -28.2% | -24.3% |
| 3Y | -10.8% | +194.3% | -205.2% | -63.2% |
| 5Y | -21.9% | +103.0% | -125.0% | -58.3% |
| 10Y | +28.1% | +301.7% | -273.6% | -66.8% |
| All | +28.1% | +303.0% | -274.9% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling